Assets Under Management
$1.3B
Number of Clients
157
Number of Advisors
5
Average Client AUM
$8.3M
AUM per Advisor
$261.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Ancora Retirement Plan Advisors, LLC (RPA) provides retirement plan investment guidance or investment management for small and midsize employer-sponsored retirement plans. RPA acts as a Co-Fiduciary or Fiduciary of the Plan under ERISA. RPA does not accept performance-based fees.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $12.5M | 0.45% |
| $12.5M - $15.0M | 0.40% |
| $15.0M - $20.0M | 0.35% |
| $20.0M - $30.0M | 0.30% |
| $30.0M - $50.0M | 0.25% |
| $50M+ | 0.20% |
Fees are negotiable in certain instances.
6060 Parkland, Suite 200, Cleveland, OH, 44124